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Upturn AI SWOT - About
AdvisorShares Focused Equity ETF (CWS)
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Upturn Advisory Summary
03/27/2025: CWS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 24.41% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 9862 | Beta 1 | 52 Weeks Range 59.27 - 71.34 | Updated Date 03/27/2025 |
52 Weeks Range 59.27 - 71.34 | Updated Date 03/27/2025 |
Upturn AI SWOT
AdvisorShares Focused Equity ETF
ETF Overview
Overview
The AdvisorShares Focused Equity ETF (CWS) is an actively managed fund focusing on long-term capital appreciation by investing in a concentrated portfolio of primarily U.S. equities. It aims to outperform the broader market by selecting companies with strong growth potential and competitive advantages.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs and for providing unique investment strategies.
Management Expertise
AdvisorShares leverages the expertise of experienced portfolio managers to identify promising investment opportunities.
Investment Objective
Goal
The primary investment goal of CWS is to achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: CWS is actively managed and does not track a specific index. It focuses on identifying undervalued companies with strong growth prospects.
Composition The ETF primarily holds a concentrated portfolio of U.S. equity securities.
Market Position
Market Share: CWS's market share within the concentrated equity ETF landscape is relatively small.
Total Net Assets (AUM): 25120000
Competitors
Key Competitors
- QQQ
- SPY
- IWF
Competitive Landscape
The competitive landscape is dominated by large, established ETFs. CWS differentiates itself through its concentrated, actively managed approach. A disadvantage is its higher expense ratio compared to passive ETFs. A key advantage may be its ability to generate alpha through active stock selection.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. This information can provide insight into the historical returns and risk of this fund.
Benchmark Comparison: Performance should be regularly compared against relevant benchmarks to evaluate the effectiveness of the active management.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume for CWS is moderate, which may affect the ease of entering and exiting positions.
Bid-Ask Spread
The bid-ask spread can vary based on market conditions and trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
CWS's performance is influenced by overall market sentiment, sector trends, and economic conditions affecting its underlying holdings.
Growth Trajectory
Growth trajectory is dependent on the manager's investment decisions and the performance of selected equities, alongside market cycles.
Moat and Competitive Advantages
Competitive Edge
CWS has a competitive edge due to its concentrated approach and active management, seeking to outperform broad market indices. Its smaller asset base allows for greater flexibility in stock selection. The success of CWS heavily relies on the manager's ability to identify and capitalize on unique investment opportunities. Investors should carefully consider the manager's expertise and track record.
Risk Analysis
Volatility
CWS may exhibit higher volatility due to its concentrated portfolio and active management style.
Market Risk
Specific risks include market downturns affecting equity values and the potential for underperformance compared to passive strategies.
Investor Profile
Ideal Investor Profile
The ideal investor for CWS is someone seeking long-term capital appreciation, comfortable with active management, and willing to accept higher volatility.
Market Risk
CWS is more suitable for long-term investors than active traders, seeking potential alpha generation over passive index tracking.
Summary
AdvisorShares Focused Equity ETF is an actively managed fund aiming for long-term capital appreciation through a concentrated portfolio of U.S. equities. It carries higher risk due to active management and limited diversification. Investors should consider its expense ratio, historical performance, and compare it against benchmarks. The fund's success depends on the expertise and stock selection of its fund manager. Investors should conduct thorough research before investing in CWS.
Similar Companies
- ARKK
- SMH
- TAN
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- Morningstar
- Bloomberg
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AdvisorShares Focused Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality.
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